Manage Vendors in the CRM Follow

This feature only applies to Law Ruler instances of the CRM.

The CRM offers an optional comprehensive expenses module that can be used to notate and keep track of your firm's financials. The vendors you create can be used to attribute expenses to when adding any expense for your records.

To get started, navigate to Vendors using the main navigation menu on the left-hand side of the screen. 

💡 To view and manage Vendors, you will need to be an admin or your user account will need to have “Accounting” permission.

On the main Vendors page, you will be able to see key information about each vendor, such as if a W9 was received, if the vendor is a 1099, if any special terms exist, and the current balance that the vendor is owed based on all records in your portal. 

Adding Vendors

To add a new vendor, click the "Add Vendor" button located in the upper-right corner.

Next, fill out all applicable fields. The fields denoted with an asterisk* are required.

Click the "Save" button near the bottom of the screen to create the new vendor. 

💡 Whenever you need to add a vendor, it is always recommended to do this directly from the Vendors page and not the Contacts page. All vendors added are automatically added to your contacts list as well. 

Editing/Deleting Vendors

To edit or delete an existing vendor, use the icons located to the right of each vendor on the main Vendors page. 

💡 Please note that deleted vendors cannot be restored.

Support/Assistance

If you need further assistance with your CRM system, please reach out to the support team.

🤗 Thank you very much for choosing CRM!